Metric Approvals is designed to accept or reject metrics that have been shared by a portfolio company using Visible's AI features.
Metric Approvals using the AI Inbox
Step One: Use the AI Inbox to import your portfolio company's data.
Use the AI Inbox workflow, either using your unique Visible AI email address or the direct file uploader, to get your portfolio company's data into Visible.
Step Two: If you notice data points that are incorrect, you can add a comment on the data point by clicking the three dots and then selecting Add a comment.
To add a comment, click the three dots associated with the data point. Then, select Add a comment from the drop down.
Step Three: Add the comment and then click Save.
Click Save to save the comment. These comments will be shown in the change log for the data point.
Step Four: To reject an individual data point, click the three dots and choose Reject changes.
To reject a data point, click the three dots and then click Reject changes.
Step Five: If you want to make mass changes to the time period or reject all of the data for a metric click the Reject button.
When reviewing the data, click the Reject button to reject all of the data points for a metric.
Step Six: Click Reject all changes to reject all of the data points for a metric.
From the pop-up window, select Reject all changes to reject all of the data points for a metric.
Optional Step Seven: To transpose the metrics view, select Rotate view.
To move the metrics and files section to the bottom of your screen, click Rotate view.
Step Eight: Once reviewed, click Import email content. You can then choose to navigate to the portfolio company's profile or to go back to the AI Inbox.
When the data is ready, click Import email content in the top right side of the screen.
Metric Approvals in a Request
Step One: Toggle off Auto-Approve Imported Metrics
Switch the Auto-approve imported metrics into the off position.
Step Two: Build out the Request to collect the data from your portfolio companies.
For more information about creating Recurring requests, please refer to this article.
For more information about creating One-time requests, please refer to this article.
Step Three: Once the company completes the Request, you'll see a notification on the Request tab.
A red notification will appear next to Requests in the side bar.
Step Four: Click into the current iteration of the Request and then select View response.
Navigate to the current iteration of the request and then click View response.
Step Five: Make any necessary edits in-line.
You can make any needed edit by clicking directly into the text box of the value.
Step Six: Once finalized, click Approve and import.
Once you click Approve and import, the data will populate in the company's profile.
Metric Approvals through an AI Submitted Request
Step One: Toggle off Auto-Approve Imported Metrics
Switch the Auto-approve imported metrics into the off position.
Step Two: Set up the Request using Metric file parsing blocks.
Create your Request using AI Metric File parsing blocks.
Step Three: Navigate to the Request & select the current iteration.
Once the portfolio company has completed the request, you'll notice a notification shown on the Request tab & the individual Request.
Step Four: Click View response.
You'll see that the status is Waiting for approval. Click View response.
Step Five: View the results and add any necessary changes or comments.
Check the results of the AI extraction and make any needed changes, reject incomplete data, or add comments.
Step Six: Click Approve & import to add the data to the company's profile.
To add the data to the company's metrics in Visible, click Approve & import.
Step Seven: Confirm the approval.
Confirm the approval from the pop-up window.
Step Eight: You'll be directed to the Company's metrics page & notified that the metrics have been added successfully.
You'll then see that a green notification that the metrics have been successfully added.
Let us know if you have any questions!